Bullish Long-Term Potential for Coreweave

about 1 month ago

Host

"Now, the other thing is Corore Reef is the first to deliver these Grace Blackwells at scale. Massive, massive scales. That is a massive win. This is the only company that has won the platinum cluster max rating for semi analysis based on a lot of other providers. So that's another win. And more importantly, their H100s, the way they develop is has rather reliability than all the other Neo cloud players that they're able to charge a premium on their compute because they have such a strong reliability and the performance is so much better and customers accept that and willing to pay a premium. So, Cororeweave is a monster here. The other thing is like we saw the contracts right now for the GP300s, they're only signing four to fiveyear contracts. They're not signing three-year contracts, right? You're only looking at four to fiveyear contracts because the demand is there and the amount of AI compute is needed. So, while there are a lot of negative thesis and negative bearish thoughts for Core Reef, and I do agree that if the AI story is completely wrong, this one is going to fail. But at least the data that I see right now tells me that this AI story is not ending just yet. And Corwave definitely has the potential to be a multibagger."

The speaker provides a detailed commentary on Coreweave, highlighting its first-mover advantage in delivering advanced AI infrastructure at scale and its unique ability to command premium pricing due to superior reliability. Despite prevailing bearish narratives around customer concentration, GPU depreciation, and financing, the speaker emphasizes that long-term contracts and increasing diversification of customer backlog underpin the company's robust growth potential. He concludes that Coreweave, with its strong technical and market positioning, is set to be a multibagger in the long run.

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